Skip to content
CV Rocket
Get started
How it worksThe enginePricingBlogContactSign in

Open nowPosted 60 days ago

Investment Analyst

Pathstone25 open roles

Pay
$80,000 – $90,000 a year
Where
Walnut Creek, CA; New York, NY
Get the CV for this job

From $25 per CV, paid once. No subscription.

Your applicationOpen nowInvestment AnalystPathstone · Walnut Creek, CA; New York, NY

  1. YouYes, apply to this one.

  2. CV RocketCV written for this posting.

  3. 25 readersRecruiter, hiring manager, skeptic. Round after round.

  4. CV RocketApplied on Pathstone's own form.

The reply lands in your private mailbox

3×more interviews than doing it yourself with ChatGPT.

The clock on this job

Early applications get read.

12.3% of postings close within 7 days. Measured by our own scanner across the market. Pathstone postings stay open a median of 45 days.

Share of postings closed within
  1. 2.1%1 day
  2. 4.5%3 days
  3. 12.3%7 days
  4. 19.7%14 days
  5. 35.6%30 days
  6. 58.0%60 days
This job: posted 60 days ago

Pathstone median: 45 days open

The posting

About Concentric Innovation: Concentric Innovation (“Concentric”) is an investment management firm specializing in customized direct indexing and integrated portfolio solutions for independent RIAs, family offices, and institutional investors. Founded in 2001 and based in San Francisco, the firm has spent over two decades refining its proprietary technology to deliver tax-efficient investment outcomes and specializes in developing investment solutions at scale for its clients. Managing $13+ billion in assets, Concentric's mission is to empower advisors with precision-driven solutions that streamline operations, optimize investment objectives, and enhance client experiences. Since 2022, Concentric has been an affiliate of Pathstone Family Office, LLC, fueling collaboration with a like-minded wealth management partner, expanding its reach and capabilities for a new generation of investors.

Operating at the intersection of quantitative investing, technology innovation, and client-first service, Concentric offers an innovative environment where talented professionals can help shape the next generation of investment management infrastructure.

Position Summary: The Investment Analyst plays a key role on our investment team, owning day-to-day portfolio rebalancing across client accounts and, as they grow in the role, contributing directly to the firm's codebase and tools that drive our investment process. This is a hands-on opportunity at the intersection of portfolio management, technology, and client operations, making it an ideal role for someone eager to learn about systematic investment processes and make a meaningful impact.

Key Responsibilities:

  • Execute daily and periodic portfolio rebalancing across client accounts.
  • Monitor rebalancing and trading activity, investigate exceptions, and partner with team members to resolve issues efficiently and accurately.
  • Partner closely with trading, operations, and client services teams to resolve account-level issues, onboard new accounts, and address client-related requests.
  • Develop a strong understanding of our investment process and, over time, contribute to the Python codebase that powers rebalancing, trade generation, and reporting.
  • Identify opportunities to enhance workflows by proposing and implementing improvements.
  • Assist with maintaining documentation and procedures as the investment process evolves.

Qualifications:

  • Bachelor's degree in a technical field such as Mathematics, Computer Science, Engineering, Physics, Statistics, Finance, or Economics is required.
  • 0 – 3 years of experience. Previous experience in a finance role is a plus but not required. We welcome individuals with strong analytical skills and a desire to learn about the investment industry.
  • Proficient in Excel, with the ability to efficiently analyze and work with large datasets while maintaining a high level of accuracy.
  • Comfortable learning and leveraging technology, with an interest in developing skills in Python and other tools that support our investment process.
  • Interest in financial markets and investment concepts. Prior knowledge is helpful but not required; curiosity and a willingness to learn are most important.
  • Exceptional attention to detail and comfortable owning a repeatable, high-stakes daily process.
  • Strong problem-solving and critical thinking skills, with the ability to navigate ambiguity, identify inconsistencies, and investigate issues to uncover root causes.
  • Genuinely curious with a desire to understand how things work, challenge existing processes, and continuously seek opportunities for improvement.
  • Strong written and verbal communication skills, with the ability to collaborate effectively across teams.
  • Interest in learning how to use and optimize AI for day-to-day workflows in a creative manner.

Our talented people are our greatest asset and therefore we offer a competitive, and flexible benefits program that helps meet the needs of our team members and their families. Concentric Innovation’s generous benefits include comprehensive medical, vision, and dental coverage, flexible spending, flexible PTO, life insurance, education support, 401k plan, parental leave, and more.

Pay Transparency: Concentric’s expected starting base compensation range for the position as of the time of this posting is $80,000 - $90,000 per year. The actual base compensation selected for this role will be set based on a variety of factors, including (but not limited to) experience, education, specialty and training. The successful candidate(s) may also be eligible for a discretionary bonus award.

Visa Sponsorship: Please note, we are unable to provide visa sponsorship for this position. Accordingly, we are unable to hire individuals who require, or will require, employment visa sponsorship either now or in the future.

Concentric Innovation is proud to be an equal opportunity employer.

As you explore opportunities, know that Pathstone communicates with candidates exclusively through an @pathstone.com email address. We do not make unsolicited job offers, and we will never ask for personal or financial information through email or web forms. If you receive outreach that appears to be from Pathstone but originates from a different domain, please disregard it.

#LI-Hybrid

From $25, paid onceGet the CV for this job

What happens when you press

One press. We do the rest.

  1. A CV for this posting

    Written against Pathstone's own wording, from every piece of relevant proof in your profile.

  2. 25 readers review it

    Recruiter, hiring manager, skeptic and more read every draft, round after round. You get the best round.

    The review screen in CV Rocket: how each CV was read, round by round.

  3. We apply on Pathstone's form

    Our application engine gets through the hardest forms there are. Where a question needs you, AI suggests the best answer. Don't want us applying from our IP addresses? Use our Chrome extension: we apply straight from your own browser.

    An application in CV Rocket: every answer filled in on the employer's form.

  4. Every reply, sorted

    Pathstone's answer lands in your private mailbox, and we classify it on arrival: interview, question, rejection.

    The CV Rocket inbox: each employer reply classified as an interview, an action or a rejection.

  5. Reply with AI

    AI helps you write the email, checks it and sends it. We show you whether the recruiter read it.

  6. The interview in your calendar

    Full integration with your calendar. The invitation goes straight in.

    An interview invitation in the CV Rocket inbox, added to the candidate's calendar.
Get the CV for this job

From $25 per CV, paid once. No subscription.

Why it works

3×

more interviews than doing it yourself with ChatGPT.

ChatGPT writes a CV and never learns what happened to it. We see every reply. For each CV we know:

  • How it was written, and how the review scored it
  • When we applied, and how long after the posting went up
  • Which posting, which company, which city
  • Who got the interview, and who heard nothing

That is how we know which CVs get called.

Get the CV for this job

From $25 per CV, paid once. No subscription.

The numbers game

More applications. More interviews.

Every application goes out with its own CV, written for that posting and paid once. Send enough of them and the law of large numbers finds you the job.

Get the CV for this job
By hand5–10
With CV Rocket100
applications a day

Nearby

Live postings like this one

Same employer first, then the same role elsewhere.

Before you press

Straight answers

Get the CV for this job

From $25 per CV, paid once. No subscription.

What if my background isn't good enough?

We make the most of the background you have. The CV uses every piece of relevant proof your profile holds, and one of the 25 readers reads your whole profile and flags what the CV left out.

Do you really apply for me?

Yes, on the employer's own form, the hardest ones included. Where a question needs you, you answer it right there and AI suggests the best answer. Don't want us applying from our IP addresses? Use our Chrome extension: we apply straight from your own browser.

Is it a subscription?

No. You pay once per CV, from $25. Every application goes out with its own CV, written for that posting.

One job. One CV.
Paid once.

Pick the posting you want. We write for it, apply for you and catch the reply.

Get the CV for this job

From $25 per CV, paid once. No subscription.